Heartland Investments

Company Profile

Key Advantages

• Share in Large Investment Opportunities
  Heartland is able to provide selected investors with a share in large investment opportunities that may otherwise fall outside their financial capacity to secure. Investors generally invest in lots of $20,000 - $50,000, although this amount can vary depending on the amount required and the investor interest.
• Ability to Maintain a Balanced Investment Portfolio
  Heartland allows the investor to select which investment opportunities they wish to participate in. This model provides investors with the ability to maintain an investment portfolio that is balanced in a number of aspects such as risk/return, industry sector, location, time to maturity, income vs. capital growth etc. Traditional Private Equity funds on the other hand, require investors to purchase shares (or some other security instrument), leaving the fund managers to resolve the investments made, within the fund operating parameters. However, investors who wish to keep their portfolio within certain parameters can thus effectively become investors in industry sectors that they are either already overexposed to, or for whatever reason, they wish to avoid.
• Directors for Each Investment Company with the Skill & Knowledge Set Most Relevant to that Particular Investment
  Heartland’s large investor pool provides a source of specific knowledge relating to a large cross-section of industry. This allows Heartland to complete the due diligence process in a more complete and effective manner. Furthermore, when appointing directors subsequent to an investment, Heartland is in a position to appoint individuals with either specific industry knowledge or skills that complement the Board make-up.
• Investor Networks
  Investors, because of their own personal/business networks, have the ability to bring suitable investment opportunities to Heartland.
• Investment Timeframe
  Generally investments are selected and structured so that there is a strong likelihood of an exit strategy in 3-5 years, thereby allowing for re-investment or investment growth.
• Legal Structure
  A separate legal structure is established for each investment. This limits the liability to the capital of the participants of that entity.
• Due Diligence
  Thorough "due diligence" is conducted by Heartland or by an appointed agent. Costs per person are generally 1% of an individual's investment amount.
• Management
  Heartland undertakes and carries out management of each investment. The directors look to have Board representation by appropriately qualified people as director appointees, and Heartland provides regular reports to participating investors.  Fees per person are generally 2% of an individual's investment amount per annum.
• Fee Structure
  Heartland's fee structure consists of a fixed due diligence and management fee.  Heartland may also share in superior returns to its investors where appropriate by receiving a performance based fee, although this depends on the nature of the investment.